Monitor upcoming earnings for fundamental confirmation or reversal of the buying thesis.
Executive Summary
A mixed institutional cluster in Haleon plc (HLN) for Q2 2026 shows 22 buyers accumulating $141.9M in net new value, led by Nuveen (+$56M), JPMorgan (+$18.2M), and D.E. Shaw (+$21.5M), while 22 sellers trimmed $26.0M, including Wellington Management (-$17.8M).
Key Financial Metrics
Institutional Positions
Net institutional flow: $115.9M
▲ Buyers (22)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Nuveen | ADD | +76.3% | $143.1M | $56.0M |
| JPMorgan | ADD | +30.7% | $101.0M | $18.2M |
| D.E. Shaw | DOUBLED | +1107.9% | $23.6M | $21.5M |
| Point72 | ADD | +40.9% | $86.4M | $20.6M |
| Citadel | ADD | +66% | $15.5M | $5.5M |
▼ Sellers (22)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Wellington Management Group | TRIM | -32.2% | $48.3M | -$17.8M |
| Neuberger Berman Group | TRIM | -27.5% | $9.4M | -$3.0M |
| Private Advisor Group | NEAR_EXIT | -86.4% | $2.2M | -$1.9M |
| Clearstead Advisors | NEAR_EXIT | -80.9% | $1.1M | -$879.0K |
| Susquehanna International Group | NEAR_EXIT | -88% | $1.1M | -$1.0M |
Key Facts
- 22 institutional buyers added $141.9M in net new value, with total buyer holdings of $441.1M
- 22 institutional sellers reduced positions by $26.0M in net value
- Largest buyer: Nuveen added $56.0M (+76.3% shares), now holding $143.1M
- Largest seller: Wellington Management trimmed $17.8M (-32.2% shares), now holding $30.5M
- Quant funds (Citadel, D.E. Shaw, Point72, Jane Street) were active buyers, adding a combined $58.9M
- No activist or insider buying confluence noted; the cluster is purely institutional
Financial Impact
Net institutional buying of $115.9M ($141.9M buys minus $26.0M sells) in Q2 2026, representing a significant but stale signal
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying to corroborate the institutional accumulation
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-HLN-2026-Q2 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 1, 2026 25d ago | 6-K | $8.72 | awaiting T+20 | — | — |
Sep 22, 2026 4w ago | Institutional Cluster | $9.25 $10.17 | ▲ +9.95% | ▲ +10.51% | — |
Sep 18, 2026 5w ago | 6-K | $9.28 $10.13 | ▲ +9.16% | ▲ +8.95% | — |
Sep 1, 2026 7w ago | 6-K | $10.07 $9.03 | ▼ −10.33% | ▼ −11.51% | — |
Aug 21, 2026 9w ago | 6-K | $10.00 $9.36 | ▼ −6.40% | ▼ −5.87% | — |
Aug 19, 2026 9w ago | 6-K | $9.87 $9.36 | ▼ −5.17% | ▼ −3.22% | — |
Aug 19, 2026 9w ago | 6-K | $9.87 $9.36 | ▼ −5.17% | ▼ −3.22% | — |
Aug 17, 2026 10w ago | 6-K | $9.58 $9.24 | ▼ −3.55% | ▼ −1.57% | — |
Aug 11, 2026 10w ago | 6-K | $9.93 $9.23 | ▼ −7.05% | ▼ −5.99% | — |
Aug 11, 2026 10w ago | 6-K | $9.93 $9.23 | ▼ −7.05% | ▼ −5.99% | — |
US Market Status
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